Proofpath FAQ

Proofpath is a proof-readiness companion that helps you organize evidence, claims, documents, and timelines into a clearer path so you can prepare for requests, reviews, appeals, and packets.

People, families, caregivers, advocates, founders, operators, and organizations that need a quieter way to stage evidence before a high-stakes decision or review.

It helps with the messy middle between scattered notes, screenshots, and documents and being able to clearly explain what needs to be proven and what supports it.

No. Proofpath helps organize your own notes. It is not medical, legal, insurance, or financial advice and is not a substitute for a qualified professional.

No. Proofpath helps organize what you have. Decisions about diagnosis, treatment, eligibility, or liability belong to qualified professionals.

Symptom and function notes, medications, appointment notes, uploaded documents (lab results, summaries, letters), photos of paperwork, and links — whatever helps you tell a clearer story.

Either is fine. PDFs from your patient portal are usually clearest; phone photos of paper documents work when that's what you have. Try to capture the whole page and any dates visible.

Inside your Records Vault, scoped to your account. Free accounts get a starter amount; Pro unlocks unlimited evidence staging and AI-assisted proof packets.

Yes. You can update or remove anything you've added at any time, and export everything as a PDF before deletion if you want a copy.

A short, structured summary of what needs to be proven, what you've already gathered, what you want to ask, and what supporting notes or documents back it up — ready to read or hand to a reviewer.

Yes. The Sample Proof Packet flow walks you through a short version so you can see the value before signing up.

On Pro, you can ask Proofpath to draft a packet from the evidence, notes, and documents you've added. You review and edit before using it — you stay the decision-maker.

Read it before you go in, share the printed PDF or screen if that helps, and use it as a memory aid. It's a scaffold for the conversation, not a script.

A clear timeline shows when symptoms changed, when treatments started, and how things connect — which is often easier to follow than a stack of notes.

Add a short context line: what this is, when it happened, and why it matters. Proofpath helps surface that context in the proof packet.

Yes. As you build a packet, you'll see where dates, documents, or details are missing so you can fill them in before a review.

Keep both. Conflicts are useful information for a clinician. Proofpath shouldn't hide them.

AI can sort, summarize, and structure what you've added. Treat the output as a draft you review, not a final answer.

Yes. AI can miss details, overstate certainty, or misread context. Always review summaries before sharing or relying on them, especially for health decisions.

No. You and your clinicians decide what's important. AI is there to reduce busywork, not to judge your care.

No. Proofpath helps you organize your own information. For diagnosis, treatment, medications, or urgent symptoms, contact a licensed clinician.

No. Proofpath is not a lawyer, advocate, or insurance service. For appeals, claims, or legal questions, work with a qualified professional.

Verify any medical, insurance, benefits, employment, or legal deadline with the official source or a qualified professional. Don't rely only on a summary.

Proofpath is not for emergencies. If you or someone else may be in danger, call your local emergency number or go to the nearest emergency department.

Try the Sample Proof Packet, add a starter set of notes and records, and see how Proofpath structures your information.

Unlimited proof packets, saved reports, AI-assisted packet generation, PDF export, and expanded evidence staging.

Yes — seven days on either plan, with a gentle reminder before it ends.

Avoid full Social Security numbers, full account or card numbers, passwords, and other secrets. Proofpath is for health context — sensitive identifiers don't need to live here.

No. Analytics receives only privacy-safe events like page views and CTA clicks, sanitized before sending. Your notes, symptoms, documents, and brief content are never sent to GA4 or Amplitude.

Yes. You can delete records and notes from the app, and you can request full account deletion via the Trust page or Contact form.

No. Nothing is public by default. Sharing only happens when you export a PDF or send it yourself.

Yes, on Pro. You can export a proof packet or report as a PDF to bring to a review, email to a family member, or save for your own records.

Yes. A proof packet is designed to be a short, reviewable handoff. Read it before sharing and remove anything you don't want to include.

Yes — the packet includes a structured timeline of the events, symptoms, and notes you've added.

A proof trail is an organized path of evidence that connects a claim to the materials that support it — notes, dates, documents, links, and context.

You can keep general notes, dates, and uploaded documents, but the prompts, templates, and proof packets are tuned for health and adjacent high-stakes documentation workflows. If your situation is purely financial, legal, or dispute-related, a general-purpose tool may fit better today.

Prefer primary sources (your own records, official documents, direct messages) over summaries. Label anything unverified so future-you knows it still needs review.

Seven days, on either plan. We'll send a gentle reminder before it ends so nothing surprises you.

You cancel in one tap from Billing. Your access stays through the end of the period you've already paid for, then quietly stops.

If something went wrong, write to us. We handle refund requests case-by-case within 14 days of a charge — kindly, and without forms.

You do. Always. You can export everything as a PDF or delete it whenever you like.

Yes — open Billing and choose Manage subscription. Changes apply at the next renewal and your records carry over.

No. Proofpath is a calm companion for organizing your own notes and preparing for appointments. It isn't medical, legal, or insurance advice.

Use the Get Help link on this page or any page footer — it routes to our Contact form with a support intent so we can reply quickly.